vs
LifeStance Health Group, Inc.（LFST）与Varex Imaging Corp（VREX）财务数据对比。点击上方公司名可切换其他公司
LifeStance Health Group, Inc.的季度营收约是Varex Imaging Corp的1.8倍（$382.2M vs $209.6M），LifeStance Health Group, Inc.净利率更高（3.1% vs 1.1%，领先2.0%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 4.9%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $-26.8M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 0.8%）
LifeStance Health Group是美国的门诊行为健康服务提供商，支持线下面诊与远程诊疗两种服务模式，业务涵盖心理咨询、精神科诊疗、经颅磁刺激（TMS）以及氯胺酮治疗等。该公司曾多次因劳动违规、客户信息泄露及误导投资者相关问题遭遇诉讼。
Varex Imaging是全球知名的影像组件及解决方案供应商，核心产品涵盖X射线管、数字平板探测器和图像处理软件，广泛应用于医疗诊断、放射肿瘤治疗及工业无损检测等领域，客户覆盖全球主要市场。
LFST vs VREX — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $209.6M |
| 净利润 | $11.7M | $2.3M |
| 毛利率 | — | 33.3% |
| 营业利润率 | 4.7% | 7.3% |
| 净利率 | 3.1% | 1.1% |
| 营收同比 | 17.4% | 4.9% |
| 净利润同比 | 264.1% | 866.7% |
| 每股收益（稀释后） | — | $0.05 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
| Q1 26 | — | $209.6M | ||
| Q4 25 | $382.2M | $228.9M | ||
| Q3 25 | $363.8M | $203.0M | ||
| Q2 25 | $345.3M | $212.9M | ||
| Q1 25 | $333.0M | $199.8M | ||
| Q4 24 | $325.5M | — | ||
| Q3 24 | $312.7M | $205.7M | ||
| Q2 24 | $312.3M | $209.1M |
| Q1 26 | — | $2.3M | ||
| Q4 25 | $11.7M | $12.2M | ||
| Q3 25 | $1.1M | $-89.1M | ||
| Q2 25 | $-3.8M | $6.9M | ||
| Q1 25 | $709.0K | $-300.0K | ||
| Q4 24 | $-7.1M | — | ||
| Q3 24 | $-6.0M | $-51.1M | ||
| Q2 24 | $-23.3M | $1.4M |
| Q1 26 | — | 33.3% | ||
| Q4 25 | — | 34.0% | ||
| Q3 25 | — | 33.3% | ||
| Q2 25 | — | 36.0% | ||
| Q1 25 | — | 34.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 32.6% | ||
| Q2 24 | — | 32.0% |
| Q1 26 | — | 7.3% | ||
| Q4 25 | 4.7% | 8.6% | ||
| Q3 25 | 2.0% | -39.8% | ||
| Q2 25 | -0.9% | 10.4% | ||
| Q1 25 | 0.5% | 5.6% | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.0% | 5.3% | ||
| Q2 24 | -5.1% | 4.4% |
| Q1 26 | — | 1.1% | ||
| Q4 25 | 3.1% | 5.3% | ||
| Q3 25 | 0.3% | -43.9% | ||
| Q2 25 | -1.1% | 3.2% | ||
| Q1 25 | 0.2% | -0.2% | ||
| Q4 24 | -2.2% | — | ||
| Q3 24 | -1.9% | -24.8% | ||
| Q2 24 | -7.5% | 0.7% |
| Q1 26 | — | $0.05 | ||
| Q4 25 | — | $0.29 | ||
| Q3 25 | — | $-2.15 | ||
| Q2 25 | — | $0.17 | ||
| Q1 25 | — | $-0.01 | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-1.25 | ||
| Q2 24 | — | $0.03 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $248.6M | $125.6M |
| 总债务越低越好 | $282.8M | $367.6M |
| 股东权益账面价值 | $1.5B | $476.9M |
| 总资产 | $2.2B | $1.1B |
| 负债/权益比越低杠杆越低 | 0.19× | 0.77× |
8季度趋势，按日历期对齐
| Q1 26 | — | $125.6M | ||
| Q4 25 | $248.6M | $155.1M | ||
| Q3 25 | $203.9M | $152.6M | ||
| Q2 25 | $188.9M | $223.0M | ||
| Q1 25 | $134.3M | $212.6M | ||
| Q4 24 | $154.6M | — | ||
| Q3 24 | $102.6M | $200.5M | ||
| Q2 24 | $87.0M | $190.0M |
| Q1 26 | — | $367.6M | ||
| Q4 25 | $282.8M | $367.5M | ||
| Q3 25 | $284.6M | $367.5M | ||
| Q2 25 | $286.4M | $567.2M | ||
| Q1 25 | $288.2M | $567.0M | ||
| Q4 24 | $290.0M | — | ||
| Q3 24 | $287.3M | $443.4M | ||
| Q2 24 | $288.0M | $443.1M |
| Q1 26 | — | $476.9M | ||
| Q4 25 | $1.5B | $472.6M | ||
| Q3 25 | $1.5B | $455.3M | ||
| Q2 25 | $1.5B | $549.7M | ||
| Q1 25 | $1.5B | $540.2M | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | $529.1M | ||
| Q2 24 | $1.4B | $581.2M |
| Q1 26 | — | $1.1B | ||
| Q4 25 | $2.2B | $1.1B | ||
| Q3 25 | $2.1B | $1.1B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $2.1B | $1.3B | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.1B | $1.2B | ||
| Q2 24 | $2.1B | $1.3B |
| Q1 26 | — | 0.77× | ||
| Q4 25 | 0.19× | 0.78× | ||
| Q3 25 | 0.19× | 0.81× | ||
| Q2 25 | 0.19× | 1.03× | ||
| Q1 25 | 0.20× | 1.05× | ||
| Q4 24 | 0.20× | — | ||
| Q3 24 | 0.20× | 0.84× | ||
| Q2 24 | 0.20× | 0.76× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $57.6M | $-16.1M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $-26.8M |
| 自由现金流率自由现金流/营收 | 12.2% | -12.8% |
| 资本支出强度资本支出/营收 | 2.9% | 5.1% |
| 现金转化率经营现金流/净利润 | 4.93× | -7.00× |
| 过去12个月自由现金流最近4个季度 | $110.0M | $-13.3M |
8季度趋势，按日历期对齐
| Q1 26 | — | $-16.1M | ||
| Q4 25 | $57.6M | $7.9M | ||
| Q3 25 | $27.3M | $7.7M | ||
| Q2 25 | $64.4M | $16.6M | ||
| Q1 25 | $-3.1M | $9.5M | ||
| Q4 24 | $62.3M | — | ||
| Q3 24 | $22.7M | $25.9M | ||
| Q2 24 | $44.1M | $8.0M |
| Q1 26 | — | $-26.8M | ||
| Q4 25 | $46.6M | $2.3M | ||
| Q3 25 | $17.0M | $1.4M | ||
| Q2 25 | $56.6M | $9.8M | ||
| Q1 25 | $-10.3M | $5.3M | ||
| Q4 24 | $56.0M | — | ||
| Q3 24 | $17.7M | $19.9M | ||
| Q2 24 | $39.0M | $3.3M |
| Q1 26 | — | -12.8% | ||
| Q4 25 | 12.2% | 1.0% | ||
| Q3 25 | 4.7% | 0.7% | ||
| Q2 25 | 16.4% | 4.6% | ||
| Q1 25 | -3.1% | 2.7% | ||
| Q4 24 | 17.2% | — | ||
| Q3 24 | 5.7% | 9.7% | ||
| Q2 24 | 12.5% | 1.6% |
| Q1 26 | — | 5.1% | ||
| Q4 25 | 2.9% | 2.4% | ||
| Q3 25 | 2.8% | 3.1% | ||
| Q2 25 | 2.2% | 3.2% | ||
| Q1 25 | 2.2% | 2.1% | ||
| Q4 24 | 1.9% | — | ||
| Q3 24 | 1.6% | 2.9% | ||
| Q2 24 | 1.6% | 2.2% |
| Q1 26 | — | -7.00× | ||
| Q4 25 | 4.93× | 0.65× | ||
| Q3 25 | 25.34× | — | ||
| Q2 25 | — | 2.41× | ||
| Q1 25 | -4.36× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 5.71× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
LFST
暂无分部数据
VREX
| Medical Segment | $144.8M | 69% |
| Industrial Segment | $64.8M | 31% |
